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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

FAQs About Living Trusts - Werner Law Firm

FAQs About Living Trusts

POSTED ON: August 14, 2018 BY: Troy Werner
Among the many ways to build an estate plan and prepare for the inevitable, the trust is arguably one of the more complicated options. A trust involves creating and legitimizing a legal agreement between two individuals for the benefit of a third, effectively creating an entity that temporarily possesses ownership over your properties and assets, […]
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HSA and MSA Beneficiaries

Considerations for HSA or MSA Beneficiaries

POSTED ON: August 7, 2018 BY: Troy Werner
When setting up a trust, there are many things to fund into the trust itself. Properties, bonds, stocks, securities, artwork, real estate, jewelry, and so on. However, there are also a few things that you may not want to fund into your trust. There are many things to look at when choosing HSA and MSA beneficiaries […]
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Local Legal Representation Matters When “Lawyering Up” - Werner Law Firm

Local Legal Representation Matters When “Lawyering Up”

POSTED ON: July 30, 2018 BY: Troy Werner
Importance of Legal Representation Life can come at you in many different ways. Sometimes it approaches you calmly, or sidelines you violently. Sometimes it bears many gifts. In addition, at other times, it assaults your happiness. We cannot predict life, or tell where our actions eventually lead us. However, we can work with each other […]
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Dying Intestate

The Dire Consequences of Dying Intestate

POSTED ON: July 20, 2018 BY: Troy Werner
Death is a topic most people approach with reluctance, especially in deaths and losses in the family. When we lose a loved one, the impact can hit far and wide, causing pain and grief for years to come. Yet, there are other consequences to death, especially in a legal context. The consequences of dying intestate […]
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Online Legal Services

Deficiencies of Online Legal Services

POSTED ON: July 18, 2018 BY: Troy Werner
The Internet has made a great many things possible, from instant communication to the world’s largest collection of free information. Yet not all that information is accurate, and much of it offers only a limited view into a very complex set of specialized services erroneously understood to be easily replicated. Online legal services serves as […]
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Living Trusts

How Trustworthy Are Online Living Trusts Preparation Services?

POSTED ON: July 16, 2018 BY: Troy Werner
There is no denying that in this day and age, the Internet is a wondrous and incredibly potent tool for both business and personal use. The ability to look up almost anything and anyone, receive information nigh-instantaneously, and communicate globally with little to no effort allows us to move mountains as though they were pebbles. […]
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Living Trusts vs. Wills: Comparison of the Two Essential Legal Documents - Werner Law Firm

Living Trusts vs. Wills: Comparison of the Two Essential Legal Documents

POSTED ON: July 13, 2018 BY: Troy Werner
Homonyms are words that are spelled the same but mean different things. The word “will” is a perfect example, meaning many things, from defining a person’s mental strength, to serving as a verb, or a legal document. In the same sense living wills and living trusts are completely different from one another, in a sense […]
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Protecting Your Digital Assets in the Afterlife - Werner Law Firm

Protecting Your Digital Assets in the Afterlife

POSTED ON: July 11, 2018 BY: Troy Werner
If you have ever consulted with a professional estate planner, then you may know what it takes to set up a good estate plan. From ensuring that the wording on your will is precise, to choosing a good successor trustee/executor, to drafting and creating a trust applicable to your estate needs and wants – it […]
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Divorce and Estate Plans

'Til Property Do Us Part: Effects of Divorce on Estate Plans

POSTED ON: July 1, 2018 BY: Troy Werner
A divorce is seldom pleasant – but it is a reality that sometimes needs to be dealt with. Divorce is often complicated and confusing. Even if a mutual decision, the issues that go along with it can turn the parties towards strife and war on a wide range of matters. While divorce can be messy, […]
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Length of the Probate Timeline in California - Werner Law Firm

Length of the Probate Timeline in California

POSTED ON: June 26, 2018 BY: Troy Werner
To any family undergoing the transition through a loved one’s loss, the priority is taking time to mourn and honor their passed family member with the memorial and the rites they wanted and deserved. What families do not want is to be interrupted with a long, extended, and at times even unnecessary probate process. Yet […]
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Why Our Living Trust Law Firm & Probate Attorneys?

Founded in 1975 by L. Rob Werner and serving California for over 48 years, our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.

Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

Our goal is to make your case as easy as possible for you. Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. Our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one

If you're dealing with a legal matter, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. See full disclaimer here.
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